Jim Boulay

Mr. James P.
Boulay, CPA, is an Investment Adviser & Managing Member at Lutz Financial Services LLC.
He has over 31 years of experience, he specializes in financial planning and investment advisory services for high-net-worth individuals, families, and business owners.
Mr. Boulay holds a BSBA in Accounting from the College of Saint Thomas, Saint Paul Minnesota, a Certified Public Accountant in 1993, a Certified Financial Planner, a Chartered Advisor in Philanthropy, a Personal Financial Specialist, a Member of American Institute of Certified Public Accountants, Omaha Estate Planning Council and Financial Planning Association.